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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWA
3751
Henrickson Nauta Wealth Advisors
Michigan
$227K +$187K +213 New
BFWM
3752
Bright Futures Wealth Management
New York
$227K +$187K +213 New
SPW
3753
Sonoma Private Wealth
California
$227K +$187K +213 New
SC
3754
Schubert & Co
Texas
$227K +$187K +213 New
EWP
3755
Evergreen Wealth Partners
Montana
$226K +$186K +212 New
PTCG
3756
Pring Turner Capital Group
California
$225K +$231K +263 New
HNW
3757
High Note Wealth
Minnesota
$225K +$1.76K +2 +1%
BM
3758
Berman McAleer
Maryland
$225K +$185K +211 New
UWM
3759
Urban Wealth Management
California
$225K +$185K +211 New
MSWA
3760
Marshall & Sterling Wealth Advisors
New York
$224K +$878 +1 +0.5%
EA
3761
Evergreen Advisors
Tennessee
$224K – – –
PFS
3762
Prospect Financial Services
New York
$223K +$184K +209 New
LKWM
3763
Lee-Kelleher Wealth Management
Maryland
$223K +$184K +209 New
SIA
3764
Serenity Investment Advisors
Illinois
$222K +$6.15K +7 +3%
BCM
3765
Basso Capital Management
Connecticut
$221K +$183K +208 New
LFS
3766
Lutz Financial Services
Nebraska
$221K +$183K +208 New
PFG
3767
PAX Financial Group
Texas
$221K +$183K +208 New
TFP
3768
Triune Financial Partners
Kansas
$221K +$183K +208 New
SIC
3769
SFE Investment Counsel
California
$221K +$183K +208 New
PP
3770
Paladin Partners
Wisconsin
$220K – – –
AF
3771
ASL Financial
California
$220K +$182K +207 New
MCM
3772
McRae Capital Management
New Jersey
$220K +$182K +207 New
AIP
3773
Avail Investment Partners
Pennsylvania
$220K +$182K +207 New
EPW
3774
Endeavor Private Wealth
Kansas
$220K +$181K +206 New
CFG
3775
Clayton Financial Group
Missouri
$219K -$242K -276 -57%
149 150
151
152 153